Quick access to all the necessary forms
Firm-provided resources to help run your BEST, biblically aligned practice for the glory of God.
Robust financial technology including reporting, billing, trading, compliance, business intelligence, marketing, data services, financial planning and much more
One integrated solution including Teams, OneDrive cloud storage, and Office apps with advanced security options
Faith-based ESG scored investment options matched precisely with your client’s unique values and tracked over time with customizable reports
Easily request impact reports for your clients by using our online form
Get discount on your Fedex account through LPL Financial
Our list of vendors to help streamline your workflow.
Customer relationship management. Use discount code "LPL" to receive corporate discount
Comprehensive website & marketing platform for advisors
E-sign & PDF management included technology as part of the monthly affiliation fee TD Ameritrade
Work (212) 829-5202
Cell (914) 260-0277
Option depends on product
Jerod C. Fenton, CFP®, AIF®
(866) 252-5594, option 2
Select Annuities, then Sales
BRI Annuity Wrapper
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Head over to the brand page for all the assets you’ll need to get started. Logos, email signature, letterhead and more!
Digital and printed materials ready to serve you